Webster Financial Corp
WBSDelisted Aug 20, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0000801337
Webster Financial Corp was delisted on Aug 20, 2026; its insiders filed their last Form 4 on Aug 21, 2026; 542 institutions reported holding it in 13F filings for Q2 2026, worth $11.9B in total; Soros Fund Management was the only superinvestor holding it.
13F holders, Q1 2023
Institutional positions in Webster Financial Corp as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 458
- +4 vs. Q4 2022
- Shares held
- 151.2M
- +1.07M (+0.7%) vs. Q4 2022
- Total value
- $5.96B
- −$1.14B (−16.1%) vs. Q4 2022
- New holders
- 51
- 169 more added
- Sold out
- 47
- 171 more reduced
7 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting WBS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 542 | $11.9B |
| Q1 2026 | 541 | $10.2B |
| Q4 2025 | 538 | $9.14B |
| Q3 2025 | 515 | $8.72B |
| Q2 2025 | 498 | $8.19B |
| Q1 2025 | 492 | $7.67B |
| Q4 2024 | 471 | $8.40B |
| Q3 2024 | 439 | $6.93B |
| Q2 2024 | 456 | $6.40B |
| Q1 2024 | 469 | $7.59B |
| Q4 2023 | 479 | $7.55B |
| Q3 2023 | 444 | $6.02B |
| Q2 2023 | 438 | $5.72B |
| Q1 2023 | 458 | $5.96B |
| Q4 2022 | 461 | $7.12B |
| Q3 2022 | 430 | $6.84B |
| Q2 2022 | 441 | $6.37B |
| Q1 2022 | 449 | $8.60B |
| Q4 2021 | 313 | $4.89B |
| Q3 2021 | 292 | $4.74B |
| Q2 2021 | 295 | $4.43B |
| Q1 2021 | 299 | $4.40B |
Institutions, Q1 2023
Shares, value and share of portfolio for each institution holding Webster Financial Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Riverview Trust Co | 299 | $11.8K | 0.01% | 00.0% | Unchanged |
| 25 LLC | 327 | $10.8K | 0.01% | +327 | New |
| Silicon Valley Capital Partners | 268 | $10.6K | 0.00% | +2+0.8% | Added |
| Lindbrook Capital, LLC | 259 | $10.2K | 0.00% | +107+70.4% | Added |
| Huntington National Bank | 219 | $8.63K | 0.00% | −127−36.7% | Reduced |
| Peregrine Capital Management LLC | 219 | $8.63K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 205 | $8.08K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 202 | $7.96K | 0.00% | +202 | New |
| Glassman Wealth Services | 185 | $7.29K | 0.00% | −11−5.6% | Reduced |
| Massmutual Trust Co FSB | 181 | $7.13K | 0.00% | +132+269.4% | Added |
| Harvest Fund Management Co., Ltd | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 170 | $7.00K | 0.00% | +70+70.0% | Added |
| Parkside Financial Bank & Trust | 171 | $6.74K | 0.00% | +19+12.5% | Added |
| Sageworth Trust Co | 171 | $6.74K | 0.00% | +171 | New |
| Venturi Wealth Management, LLC | 163 | $6.43K | 0.00% | +163 | New |
| Central Trust Co | 150 | $5.91K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 140 | $5.52K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 138 | $5.44K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 131 | $5.16K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 116 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 122 | $4.81K | 0.00% | +104+577.8% | Added |
| Bell Investment Advisors, Inc | 108 | $4.26K | 0.00% | −13−10.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 103 | $4.06K | 0.00% | +103 | New |
| NewSquare Capital LLC | 100 | $3.94K | 0.00% | −25−20.0% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $3.15K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 78 | $3.08K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 77 | $3.00K | 0.00% | −4,123−98.2% | Reduced |
| Capital Analysts, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 72 | $2.84K | 0.00% | −1,828−96.2% | Reduced |
| Bokf, NA | 68 | $2.68K | 0.00% | +68 | New |
| Raleigh Capital Management Inc. | 63 | $2.48K | 0.00% | +63 | New |
| GW&K Investment Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 48 | $1.89K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 47 | $1.85K | 0.00% | +47 | New |
| Bay Harbor Wealth Management, LLC | 45 | $1.77K | 0.00% | +45 | New |
| Allworth Financial LP | 43 | $1.70K | 0.00% | −424−90.8% | Reduced |
| JFS Wealth Advisors, LLC | 41 | $1.62K | 0.00% | −94−69.6% | Reduced |
| Bogart Wealth, LLC | 40 | $1.58K | 0.00% | +40 | New |
| Disciplined Investments, LLC | 34 | $1.34K | 0.00% | +14+70.0% | Added |
| AdvisorNet Financial, Inc | 30 | $1.18K | 0.00% | +20+200.0% | Added |
| Morton Brown Family Wealth, LLC | 28 | $1.10K | 0.00% | +28 | New |
| Global Retirement Partners, LLC | 27 | $911 | 0.00% | −38−58.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $828 | 0.00% | −13−38.2% | Reduced |
| Versant Capital Management, Inc | 21 | $828 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 20 | $789 | 0.00% | −33−62.3% | Reduced |
| Ahrens Investment Partners LLC | 20 | $788 | 0.00% | +20 | New |
| Accel Wealth Management | 17 | $680 | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 14 | $552 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $395 | 0.00% | +10 | New |
| Horizon Investments, LLC | 8 | $311 | 0.00% | +8 | New |
| Cubist Systematic Strategies, LLC | 6 | $237 | 0.00% | −148,857−100.0% | Reduced |
| Tfo-TDC, LLC | 6 | $237 | 0.00% | −10−62.5% | Reduced |
| Gradient Investments LLC | 6 | $237 | 0.00% | +6 | New |
| TFC Financial Management | 5 | $198 | 0.00% | +5 | New |
| Bourgeon Capital Management LLC | 4 | $158 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 3 | $118 | 0.00% | −1−25.0% | Reduced |
| PSI Advisors, LLC | 2 | $79 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| Jump Financial, LLC | 0 | $0 | 0.00% | −115,555−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −67,253−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −49,207−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −47,236−100.0% | Sold out |
| PL Capital Advisors, LLC | 0 | $0 | 0.00% | −45,202−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −42,508−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −34,671−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −33,348−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,422−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −22,288−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −21,867−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −21,832−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −17,802−100.0% | Sold out |
| PMC FIG Opportunities LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,714−100.0% | Sold out |
| Teton Advisors, Inc. | 0 | $0 | 0.00% | −12,002−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −9,990−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −9,667−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,837−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −6,472−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −5,854−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,768−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −5,334−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −5,289−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −4,584−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −4,556−100.0% | Sold out |
| Rossmore Private Capital | 0 | $0 | 0.00% | −4,477−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −4,426−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,298−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,442−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| JTC Employer Solutions Trusteee Ltd | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Kraematon Investment Advisors, Inc | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −244−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |